Katy Gelenski
Tax Specialist

Specialist
Partner status
Experience
Certification
LUCA is an accounting back office and CFO service for growing businesses. Our team integrates modern workflows with cloud-based accounting software to provide robust financial operations for companies looking for the most efficient way to tackle bookkeeping, accounting, compliance, and decision support needs. We work with a range of businesses, from startups to growing franchises.
Today, we are serving business owners by applying those contributions in the quickly-evolving landscape of management and accounting technologies. Our team embodies the same spirit of innovative and integrated thinking, applied in the 21st century, for the benefit of the modern growth business.
LUCA advisors: 12 - Xero certifications: 14
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
Tax Specialist
Clients of LUCA connect to a range of banks via Xero. LUCA specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.
LUCA works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.
LUCA serves clients who use 6 different apps that connect and integrate with Xero.
Xero is beautiful online accounting software for smaller businesses. LUCA can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.
Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.
Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.